Wells Financial Advisors’s iShares 20+ Year Treasury Bond ETF TLT Stock Holding History

Wells Financial Advisors’s Portfolio TLT Stock Details TLT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-940	Closed	-$81.5K	–	52
2026 Q1	$81.5K	Sell	940 -412	-30%	-$36.2K	0.37%	32
2025 Q4	$118K	Hold	1,352	–	–	0.22%	43
2025 Q3	$121K	Sell	1,352 -1,288	-49%	-$113K	0.16%	50
2025 Q2	$233K	Hold	2,640	–	–	0.32%	36
2025 Q1	$240K	Sell	2,640 -880	-25%	-$78.3K	0.33%	36
2024 Q4	$307K	Buy	3,520 +1,663	+90%	+$153K	0.42%	33
2024 Q3	$182K	Sell	1,857 -23,429	-93%	-$2.26M	0.25%	40
2024 Q2	$2.32M	Buy	+25,286	New	+$2.3M	1.53%	18

Other funds holding TLT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Rafferty Asset Management New York $43.9B AUM 121.74% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Financial Advisors's TLT Position: Q2 2026 in Review

Wells Financial Advisors sold out of iShares 20+ Year Treasury Bond ETF (TLT) in Q2 2026, closing a stake of 940 shares — an estimated $81.5K sold.

Wells Financial Advisors first reported a position in TLT in Q2 2024 and held it in 8 quarters. The position peaked at $2.32M in Q2 2024. 1,044 funds tracked by Wall St. Rank hold TLT as of Q2 2026.

Wells Financial Advisors reported no remaining iShares 20+ Year Treasury Bond ETF position as of Q2 2026 after selling out during the quarter.
Wells Financial Advisors sold 940 iShares 20+ Year Treasury Bond ETF shares in Q2 2026, an estimated $81.5K.
Wells Financial Advisors first reported a position in iShares 20+ Year Treasury Bond ETF in Q2 2024 and held it in 8 quarters.
Wells Financial Advisors's iShares 20+ Year Treasury Bond ETF position peaked at $2.32M in Q2 2024.
1,044 funds tracked by Wall St. Rank held iShares 20+ Year Treasury Bond ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.